Tax Specialist

This role sits within a Family Office environment and focuses on delivering practical, high-quality tax support for High-Net-Worth individuals and their related entities. You’ll work closely with the CFO and external advisors across multiple jurisdictions, supporting both ongoing tax compliance and complex planning initiatives.

Key Responsibilities

• Manage external tax advisors across multiple jurisdictions, ensuring work is delivered accurately, on time, and cost-effectively
• Support tax planning and execution of repatriation strategies, identifying withholding and tax exposure risks
• Partner with the CFO on Canadian and cross-border tax planning (inbound and outbound)
• Assist with special transactions including M&A, restructurings, and estate planning
• Review accounting records and financial reports for individuals, corporations, and partnerships
• Coordinate global tax compliance filings (Canada, US, and other ...